+37.8%
AR vs BBAI
+44.2%
-6.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -14.3% | -14.6% | +0.4% | -13.5% |
| 30D | +1.4% | -11.6% | +13.0% | +1.9% |
| 3M | +3.4% | -26.2% | +29.6% | +4.8% |
| 6M | -2.1% | -49.2% | +47.1% | +1.2% |
| YTD | +4.7% | -58.9% | +63.6% | +8.9% |
| 1Y | +10.6% | -60.8% | +71.4% | +14.8% |
| All | +37.8% | +44.2% | -6.4% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BBAI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling